InvestVerdict
LIC MF Multi Cap Fund
Regular Plan · IDCW · Multi Cap · Scheme code 150662
Fund houseLIC Mutual Fund
CategoryMulti Cap
Plan & optionRegular · IDCW
History3.8 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 3.24 | 8.77 | 10.76 | 13.80 | 17.90 | — | — | — | 17.92 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Multi Cap category median |
— | — | — | 8.94 | 15.63 | 14.21 | — | 14.31 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 14.0% | 0.81 | 1.13 | 1.04 | 6.38% | -19.8% | 84.54 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 45 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 139 | -4.7% | 14.6% | 52.3% | 9% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.